Experienced Paraplanner (BLR)

Join Planlogic’s Growing Paraplanning Team

At Planlogic, we go beyond numbers — we focus on building strong relationships, enhancing processes, and supporting financial advisers in delivering meaningful outcomes for their clients. As we continue to expand our operations, we are seeking experienced paraplanners to join our growing team. This is an exciting opportunity to work alongside Australian financial advisers, contribute to high-quality financial planning strategies, and thrive in a dynamic, high-performance environment.

What You’ll Do?

• Prepare high-quality Statements of Advice (SOAs) and Records of Advice (ROAs).
• Work on more advanced financial planning topics and strategic advice areas.
• Support financial advisers with technical analysis and tailored client solutions.
• Ensure compliance with Australian financial planning standards and internal processes.
• Manage workflows efficiently while maintaining accuracy and attention to detail.

What We’re Looking For?

• Proven experience in Australian paraplanning.
• Strong experience in preparing SOAs and ROAs.
• Good industry knowledge and strong technical understanding of financial planning strategies.
• Experience with Xplan or similar financial planning software.
• Excellent attention to detail and strong compliance awareness.
• Strong communication, analytical, and problem-solving skills.
• Ability to work independently and thrive in a collaborative team environment.

What you’ll get:

• Competitive compensation
• People centric and collaborative team culture
• Continued learning & development opportunities
• Professional growth opportunities.
• Meaningful high-impact work.

Click here to Apply Now

For the past decade, Planlogic has simplified and improved the financial advice process in Australia. As advice production specialists, we partner with financial advisers in Australia to transform their insights into actionable financial plans.

We are looking for highly driven individuals to join our growing team in Bangalore. You will play a pivotal role in enabling financial advisers deliver compliant advice solutions, while providing the best possible experience for our advisers.
To be successful, you will need:

• A degree in Accounting, Finance, Business or equivalent professional qualification
• Impeccable English speaking and writing skills
• A strong work ethic – be dependable and responsible
• Meticulous attention to detail
• Out-of-the-box thinking and an appetite to solve complex problems
• Ability to excel in a fast-paced work environment

 

Benefits:

• Hybrid work model
• People-centric culture
• Continued learning & development opportunities

 

A thorough understanding of finance is not required – we hire for attitude and train for skill. We will provide you with everything you need, but we expect you to bring a growth mindset, and above all, a commitment to excellence.
Click here to Apply Now